West Financial Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3K | Sell |
43
-25
| -37% | -$7.13K | ﹤0.01% | 145 |
|
|
2025
Q1 | $17.5K | Sell |
68
-10
| -13% | -$2.57K | ﹤0.01% | 136 |
|
|
2024
Q4 | $21K | Hold |
78
| – | – | ﹤0.01% | 132 |
|
|
2024
Q3 | $20.5K | Hold |
78
| – | – | ﹤0.01% | 128 |
|
|
2024
Q2 | $19.5K | Sell |
78
-22
| -22% | -$5.49K | ﹤0.01% | 108 |
|
|
2024
Q1 | $24K | Sell |
100
-16
| -14% | -$3.84K | 0.01% | 103 |
|
|
2023
Q4 | $25.3K | Sell |
116
-30
| -21% | -$6.55K | 0.01% | 103 |
|
|
2023
Q3 | $28.6K | Sell |
146
-22
| -13% | -$4.31K | 0.01% | 94 |
|
|
2023
Q2 | $34.1K | Sell |
168
-22
| -12% | -$4.46K | 0.01% | 90 |
|
|
2023
Q1 | $35.5K | Hold |
190
| – | – | 0.01% | 86 |
|
|
2022
Q4 | $33.1K | Hold |
190
| – | – | 0.01% | 84 |
|
|
2022
Q3 | $31K | Sell |
190
-10
| -5% | -$1.63K | 0.01% | 111 |
|
|
2022
Q2 | $34K | Hold |
200
| – | – | 0.01% | 108 |
|
|
2022
Q1 | $42K | Sell |
200
-25
| -11% | -$5.25K | 0.01% | 107 |
|
|
2021
Q4 | $50K | Hold |
225
| – | – | 0.01% | 110 |
|
|
2021
Q3 | $45K | Hold |
225
| – | – | 0.01% | 101 |
|
|
2021
Q2 | $45K | Hold |
225
| – | – | 0.01% | 93 |
|
|
2021
Q1 | $42K | Hold |
225
| – | – | 0.01% | 92 |
|
|
2020
Q4 | $40K | Buy |
+225
| New | +$40K | 0.01% | 93 |
|